Fredy Jose De Jesus

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Jpmorgan Chase Bank, N.A.
  East Elmhurst, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  East Elmhurst, NY
• 03/2024 → Present
  Zuri Agency
  New York, NY
• 03/2025 → Present
  Jrd Ventures, Llc
  Rockville Centre, NY

Previous Registrations

• 2012-01-10 → 2012-10-01
  Chase Investment Services Corp.
  Hollis, NY
  Queens Village, NY
  Jamaica Estates, NY

Other Businesses

Entity Name: JRD Ventures, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment company, mainly real estate investing and/or holding. I am a joint owner along side my wife. Entity Name: Zuri Agency Investment related: No "Address: New York NY 10001" Nature of the other business: Advertisement Position/Title/Relationship: Employee/Contractor Start Date: 03/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: my family takes pictures for print ads and modeling but none of the ads are finance sector or financial industry related. Sometimes they want me to participate in the pictures.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-06
• S63 Uniform Securities Agent State Law Examination
  2008-10-24

Other Names

• Fredy J De Jesus